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Clearwater Capital Advisors’s Oracle ORCL Stock Holding History

Clearwater Capital Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,927
Closed -$134K – 440
2018
Q1 		$134K Buy
+2,927
New +$146K 0.03% 211

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearwater Capital Advisors's ORCL Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Oracle (ORCL) in Q2 2018, closing a stake of 2,927 shares — an estimated $134K sold.

Clearwater Capital Advisors first reported a position in ORCL in Q1 2018 and held it in 1 quarter. The position peaked at $134K in Q1 2018. 1,704 funds tracked by Wall St. Rank hold ORCL as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Oracle position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 2,927 Oracle shares in Q2 2018, an estimated $134K.
  • Clearwater Capital Advisors first reported a position in Oracle in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Oracle position peaked at $134K in Q1 2018.
  • 1,704 funds tracked by Wall St. Rank held Oracle as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.